Spitfire Financial Group

09/23/2026

If 2026 has been a good income year for your business, early Q4 is the time to make sure you're positioned for taxes before December 31. A SEP-IRA contribution, a timing decision on a major expense, or a conversation about your retirement plan structure can all make a difference come tax season. Take a look at what to plan for as a business owner: https://www.spitfirefinancialgroup.com/blog/the-top-7-mistakes-to-avoid-in-business-financial-planning

09/22/2026

Fall officially starts today, and if you haven't made it up the Beartooth Highway yet this season, make sure to plan ahead and keep an eye on the weather!

On the financial side, Q4 is closer than it feels, and if year-end planning has been on your list, this is a good time to get it on the calendar before things get busy. Give our team a call: (406) 657-9621

09/17/2026

If you have a traditional IRA, 401(k), or most other tax-deferred retirement accounts, Required Minimum Distributions are something you'll need to plan around before December 31. Dobie put together a breakdown of the 2026 rules - when RMDs start, how to calculate yours, and a few strategies, including Qualified Charitable Distributions, which are especially useful for Montana retirees who already give to charity.

Read it here: https://www.spitfirefinancialgroup.com/blog/2026-rmds-for-retirees

09/15/2026

September is Life Insurance Awareness Month, and if your policy was set up when your kids were young, your mortgage was new, or your business was just getting started, a lot may have changed since then.

Our insurance resource center is a good place to start: https://www.spitfirefinancialgroup.com/resource-center/insurance

09/11/2026

Today we remember the lives lost on September 11, 2001, and honor the first responders, military members, and families who have carried that day with them ever since.

09/09/2026

Standard estate plans are written for standard families. If yours isn't, the documents may have gaps you don't know about: https://www.spitfirefinancialgroup.com/blog/estate-planning-for-families-that-dont-fit-the-mold

09/07/2026

This Labor Day, we're wishing everyone a good end to the summer and a strong start to fall.

09/03/2026

If you inherited an IRA from someone who wasn't your spouse, the rules around Required Minimum Distributions changed in 2025. Most non-spouse beneficiaries are now required to take annual distributions within the 10-year window.

Dobie covers it in our latest blog: https://www.spitfirefinancialgroup.com/blog/2026-rmds-for-retirees

09/02/2026

September is Life Insurance Awareness Month, and it's a good reminder to check whether your coverage still reflects your life. A policy you set up years ago may not account for a new home, a spouse, children, or a business you've built since then.

Give our team a call if you'd like a second set of eyes on it: (406) 657-9621

09/01/2026

One of our favorite Billings events is back this weekend! It's the 22nd year of Burn The Point - classic cars, great community, and a cause that does incredible things for Billings families. See you out there!

East Billings Urban Renewal District provides opportunities for urban housing, locally-owned industry, and green technology.